A lawyer's guide to estate planning : fundamentals for the legal practitioner
"This book is intended to provide a helpful introduction to the basics of estate planning. It is written with an eye toward the needs of general practitioners and those who are seeking to develop a specialty in the estate-planning field. For this reason, the text is written in a user-friendly manner that provides basic text treatment of the subject along with cautions, examples, and planning pointers clearly denoted throughout the book. The cautions point out problem areas that must be considered to avoid an unwanted tax or other problem. The examples supplement the text and illustrate the point being discussed. The planning pointers show how to use the tax laws to benefit the tax and other planning needs of your clients. Also included on CD-Rom are numerous will and trust forms"--Unedited summary from book cover
Print Book, English, ©2004
ABA General Practice, Solo & Small Firm Section, Chicago, Ill., ©2004
CD-ROMs
xv, 209 pages : forms ; 26 c.m. + 1 CD-ROM (4 3/4 in.)
9781590313664, 1590313666
54775254
Beginning the process
Estate tax overview
Gift tax overview
Generation-skipping transfer tax
Trusts and their uses
Powers of appointment
Marital deduction planning
Life insurance planning
Charitable giving
Business buy-sell agreements
Retirement plans and benefits
Valuation of assets
Postmortem estate planning
Choosing executors and trustees
Sample forms
Includes index